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Financial Advisor -- Worcester County / Full Time

Responsibilities include, but are not limited to:

  • Interview prospective clients to obtain financial information.
  • Review relevant financial information.
  • Facilitate and run financial strategies for existing clients.
  • Correspond with prospects and existing clients to answer financial questions.
  • Create spreadsheets and financial reports.
  • Perform analysis and reviews of portfolios as market conditions change.

Educational and Experience Requirements:

  • Bachelor’s Degree in Business or Economics.
  • 2 years’ experience as a Financial Advisor / Analyst.
  • Professional Requirement: Series 6 .

Please send resume and cover letter to:

Attn: Cathy Portanova

Legacy Financial Advisors, Inc. 

2000 West Park Drive, Suite 125

Westborough, MA 01581.

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